In Salesforce, flows help us automate users’ tasks and activities, which results in efficiency in managing them in the organization.
In this tutorial, we will learn how to create a Task Using Flow in Salesforce with real-time scenarios and explanations.
Task Using Flow in Salesforce
What is the use of a task in Salesforce Flow?
In Salesforce, we can use a flow to automate the process of creating tasks for a particular record. The task created with a record trigger flow will notify the user of the task details to work on it. Here, we will learn how to create a task using a flow in Salesforce.
We can create a task using the following two methods:
- Using Action Element: Here, we will get a predefined task object field to map with the Account fields.
- Using Create Record Element: Here, we need to specify task fields and map them to the account fields.
Limitations for using Action Element:
- Using the action element, we can add only a few fields in task records that are predefined in Salesforce Flow.
- We can add extra fields to the Create Record element that we cannot add to the Action element.
Scenario:
While working as a Salesforce Admin for a US-based Organization that provides software solutions, I was assigned the task of creating a task that, whenever an Account is created with revenue more than 1 lakh, we need to notify the user that this is a high-potential client, and you need to follow up with the primary contact for that particular Account.
Pre-requisite: We need a lookup relationship field on an Account object related to the Contact object with the Primary Account field name.
How to Create a Task Using Flow in Salesforce
Using the above scenario and the following steps, we can create a task using Salesforce Flow.
Create Task Using Action Element:
First, we will see how to create a task using an action element in Salesforce Flow.
1. Log in to the Salesforce Org. -> Click on the Setup -> Home Tab -> In Quick Find Box, Search for Flows. You will see an option under Process Automation -> Click on Flows.
2. Then, click on the New Flow button to create a new flow.
3. The task will be created when the Account record is created. For that, we have to select the Record-Trigger flow. Then, click on the Create button.